Tel: 01908 524582 | enquiries@reidifa.com

Endowments

Endowment Policies

These are a common form of investment policy. Regular premiums are paid, and when the term of the endowment expires a lump sum is paid out. The lump sum may be used to repay a mortgage, for example, although to achieve this the investment performance needs to be sufficient to build up the required capital and this performance cannot be guaranteed.

Most endowments have a protection element such that if the policyholder should die then a lump sum becomes payable.

Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.

The value of investments and the income from them may go down. you may not get back the original amount invested.

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Company address:
Reid Independent Financial Advisers, 12 Shenley Pavilions, Chalkdell Drive, Shenley Wood, Milton Keynes, Bucks, MK5 6LB
T: 01908 524582
F: 01908 526253

Email: enquiries@reidifa.com

Registration address as company address
Registration number: 2580331
Registered in: UK

Reid Independent Financial Advisers is a trading style of Reid & Co Financial Services Ltd.

Reid Independent Financial Advisers is authorised and regulated by the Financial Services Authority. Reid & Co Financial Services Ltd is entered on the FSA register (www.fsa.gov.uk/register/) under reference 153984

The FSA do not regulate National Savings products, personal and commercial loans, wills/will writing, some forms of mortgage, tax planning, inheritance tax planning or offshore funds.

The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Telephone: 01908 524582 | enquiries@reidifa.com